Sundaram ELSS Tax Saver Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 36.25 | 20.39 | 17.08 | 14.43 |
Average Rolling Returns(%) | 17.79 | 16.72 | 14.56 | 12.98 |
The Current NAV of Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is ₹459.73.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth fund’s expense ratio is 2.19%
The process for redemption is
The AUM of Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is currently ₹1,287 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 39% of fund’s portfolio respectively.
Top three sectors of Sundaram ELSS Tax Saver Fund - Regular Plan - Growth fund are BFSI, IT and Healthcare accounting for 50% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - ELSS it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Sundaram ELSS Tax Saver Fund - Regular Plan - Growth Fund is Equity - ELSS.
Sudhir Kedia and Rohit Seksaria manage the Sundaram ELSS Tax Saver Fund - Regular Plan - Growth Fund.
Sundaram ELSS Tax Saver Fund - Regular Plan - Growth current PE ratio is 45.07 and PB ratio is 7.31
The asset allocation of Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is Stocks : 95.14%, Debt : 3.29% and Gold : 1.57%
The minimum SIP amount for Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Sundaram ELSS Tax Saver Fund - Regular Plan - Growth is Nil